Market speculation about a slowdown in AI chip demand is mounting, with concerns fueled by scaled-back data center plans from major CPE manufacturers and downward revisions in CoWoS...
Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is expected to rise consistently with the addition of new...
The Taiwan Semiconductor Research Institute (TSRI), under the National Science and Technology Council (NSTC), announced at a press conference held by Taiwan's National Applied Research...
Huawei's Ascend 910C AI chip has reportedly reached a 40% manufacturing yield, marking the first time the Ascend production line has turned profitable. The company aims to improve...
Reports indicate that Chinese AI chip manufacturer Biren Technology is considering an initial public offering in Hong Kong with a target of raising US$300 million. The company is...
Chin Tong Liew, Malaysia's Deputy Minister of Investment, Trade, and Industry (MITI), has acknowledged that the US restrictions on artificial intelligence (AI) chip exports, set to...
Since 2025, the global tech landscape has remained dominated by two key forces—Donald Trump and artificial intelligence (AI). Masayoshi Son, CEO of SoftBank, appears to be strategically...
Chinese AI company DeepSeek has initiated a major recruitment drive for semiconductor design talent, signaling potential plans to develop its proprietary processors, according to...
Meta is reportedly in talks to acquire South Korea-based startup FuriosaAI, as major tech companies are increasingly developing and advancing their own AI chips to reduce reliance...
The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact...
Since February 1, 2025, 16 Chinese AI chip manufacturers have announced support for or launched services based on the DeepSeek model. This development raises questions about the impact...
Baidu has launched its third-generation Kunlun AI chip cluster, marking China's first domestically developed large-scale AI computing deployment. The company's 10,000-GPU Wanka cluster...
Amid intensifying competition in advanced semiconductor packaging, Samsung Electronics is reportedly taking direct control of glass substrate supply chain development, a critical...
The advent of DeepSeek is expected to promote China's goal of achieving self-sufficiency in semiconductor development, according to sources at semiconductor equipment companies.
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
